Verify your transactions

We're excited to announce a new feature to help our business owners complete their bookkeeping more efficiently and with increased accuracy!

Before

After

You will now be able to mark your transactions as “Reviewed” once you have verified the:

Description

Date

Amount

Transaction category

How does this help?

To-Do-List: We noticed a growing need for identifying which transactions business owners reviewed and which they haven’t. With this feature, you are now able to clearly identify the transactions that need just a little bit more attention.

Time Savings: You are now able to identify which transactions have been reviewed and avoid the need to go through them again.

Increased Accuracy: By being able to identify transactions that have not been reviewed, you are able to focus your time on making sure the details of these transactions are accurate. TIP: If a transaction is marked as Uncategorized, you will not be able to mark it as Reviewed until it is categorized.

Additionally, on the “Action Pane”, you are now able to use the “Save and Mark as Reviewed” button as a shortcut.